View Payment Details – Keep Every Transaction in Check

Tracking payments is more than numbers — it’s about understanding cash flow, ensuring timely collections, and maintaining transparency. IntoAEC offers a clear, interactive view to manage all your client payments effortlessly.

How to Access Payment Details

1. Navigate to the Client
   Go to Clients → Select Your Client → Money Matters. This opens the financial hub for that client, showing all invoices, receipts, and payment records.

2. Open Payment Details

   • Click on the Invoice Tab.

   • Click on the Action Button (⋮) dropdown.

   • Select View Payment Details.

3. Instantly, the Payment Details panel opens, giving you a comprehensive snapshot of all payments — made, pending, and scheduled.

4. To make your review even easier, use the two quick filters:

   • Upcoming Payments → Displays all future scheduled payments at a glance, so you’re always prepared.

   • Past Payments → Shows all completed or historical payments, making audits and reviews effortless.

Pro Tip: This panel helps you stay on top of cash flow — ensuring no payment is overlooked and all deadlines are met.

Payment Details Grid – Your Financial Snapshot

Each column is crafted to provide clarity and actionable insight:

• Invoice No. → Unique identifier for each invoice, helping you trace payments back to specific projects.

• Paid Amount → Displays the exact sum received against the invoice.

• Scheduled On → Shows the date the payment was planned, making it easy to track deadlines.

• Status → Instantly tells you whether the payment is Partially Paid, Awaiting Payment, or completed, enabling quick follow-ups.

With IntoAEC, viewing payment details isn’t just about numbers — it’s a proactive way to track, manage, and optimize your project revenue.